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July 30, 2024
Question

The 'message to customer' box has my bank details in for the customer to use, however when I email the customer their invoice it replaces the account number with ****

  • July 30, 2024
  • 1 reply
  • 0 views
The account number shows up fine when I create the invoicem but changes as soon as I email to customer.

1 reply

July 30, 2024

Thank you for bringing this matter to our attention, crzmechanic. I'll share some information why your account number appears as an asterisk and ensure it reflects correctly.

 

If you are experiencing this issue on the QuickBooks mobile app, please be aware that there is an ongoing investigation regarding this matter. I suggest reaching out to our support team to be included in the list of affected users and receive email updates on the progress of the investigation.

 

Alternatively, if you are encountering the issue on a web browser, we can explore possible browser-related issues. I recommend using a private or incognito window to rule out any errors or glitches. You can use the following keyboard shortcuts depending on your browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

Once successful, switch to your regular browser and clear its cache to refresh the website's preferences. Also, please consider using the system's supported browser for the best and most secure experience.

 

If you need help with using your invoices and other sales forms in QuickBooks Online, check out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online. This resource provides detailed information on adding personalized details to your emails and customizing them.

 

Additionally, you can memorise a report to save it with its current customization settings.

 

Should you need help managing your invoices, customers, products, or anything else, please leave a reply below. I'll monitor this conversation and promptly assist once I have the additional information.